Talent.com
National Bank
Financial Planner (On-Site)National Bank • Chicoutimi, Quebec
Financial Planner (On-Site)

Financial Planner (On-Site)

National Bank • Chicoutimi, Quebec
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance On-Site Job number 31676 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Jul-2026 Area(s) of interest: Advisory services, Personal banking Location(s): Chicoutimi A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

Your job

  • Identify clients’ investment and financing needs in order to draft a personalized financial plan
  • Advise clients based on their needs and market trends to offer customized solutions
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios
  • Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites :

  • Bachelor's degree or equivalent recognized by the IPF
  • Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 24 months.
  • Mutual fund representative (MFR) licence
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field
Languages: French

Skills

Press space or enter keys to toggle section visibility

Business Expansion Client Education Communication Driving Results Emotional Intelligence Finance Information Analysis Insurance Investments Legislation Proposal Generation Readiness Retirement Planning Taxations Teamwork Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Create a job alert for this search

Financial Planner (On-Site) • Chicoutimi, Quebec

Similar jobs

Elite Financial Planner & Client Growth Advisor

Banque Nationale du CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A major financial institution is seeking a Financial Planner in Saguenay to advise clients and create personalized financial strategies.You will identify client investment needs, offer solutions, a... Show more

 • Promoted

Global Remote Recruiter Focusing on Candidate Placement Opportunities

RecXchangeSaguenay, Saguenay–Lac-Saint-Jean, CA
Remote
Part-time

Unlock a world of recruitment possibilities with this remote role.Earn $3,000-$11,000 per placement and focus solely on finding great candidates.As a Remote Recruiter, you'll have access to live gl... Show more

 • Promoted

National Bank Wealth Associate Opportunity

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Take your career to the next level with National Bank as a Wealth Associate, focusing on exceptional client support and team collaboration.This hybrid role allows flexibility and work-life balance.... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausSaint-Honore, QC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Expert en Consultation Financière au Canada

MNPSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Devenez un Expert en Consultation Financière chez MNP, où l'innovation et la collaboration sont au rendez-vous.Ce poste vous permet d'influencer les stratégies des clients grâce à une analyse rigou... Show more

 • Promoted

Mortgage Specialist

Bank of MontrealSaguenay, Saguenay–Lac-Saint-Jean, CA
Part-time

Application Deadline:07/24/2026Address:1324 boulevard TalbotJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneur... Show more

 • Promoted

Desjardins Wealth Management Associate

DesjardinsSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Excel as a Wealth Management Associate with Desjardins, focusing on client support and financial product sales.Use your skills to analyze and meet client needs effectively.This role involves workin... Show more

 • Promoted

Wealth Associate

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will help... Show more

 • Promoted

BMO Financial Mortgage Specialist Opening

BMOSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Take advantage of a rewarding career as a Mortgage Specialist with BMO Financial Group, focusing on customer-centric service and strategic sales initiatives.This role is perfect for those passionat... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausSaint-Honore, QC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausSaint-Honore, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSaint-Honore, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Financial Sercives Assistant

DesjardinsSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.You help sell securities products and services thr... Show more

 • Promoted

Remote Recruiter | $3,000–$11,000 Per Placement

RecXchangeSaguenay, Saguenay–Lac-Saint-Jean, CA
Remote
Part-time

Remote Recruiter Opportunity | Work Global Client Roles | Earn $3,000-$11,000 Per Placement.Work remotely from anywhere in the world.Recruiters across the world are leaving traditional agencies.Ins... Show more

 • Promoted

Client service representative, 35h/weekly - Chicoutimi, QC

CIBCSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

We’re building a relationship‑oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength... Show more

 • Promoted

Financial Planner

Bank of MontrealSaguenay, Saguenay–Lac-Saint-Jean, CA
Part-time

Application Deadline:07/30/2026Address:2840 Place DavisJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interes... Show more

 • Promoted

Administrateur(trice) des Revenus - Primaris REIT

Primaris REITSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Intégrez l'équipe de Primaris REIT comme Administrateur(trice) des Revenus à Chicoutimi, spécialisée dans la gestion immobilière et les comptes à recevoir.Ce rôle dynamique nécessite rigueur et com... Show more

 • Promoted

Wealth Associate

Banque Nationale du CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will help... Show more

 • Promoted

Mortgage Specialist

BMOSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mort... Show more

 • Promoted

Earn Extra Income - Remote - Remote - No Experience Required

AlmediaSaint-David-De-Falardeau, Canada
Remote
Full-time

Join Almedia and earn money online by completing tasks, playing games, and filling out surveys. Show more